United Wealth Management, LLC Historic Quarter Change: USA ETF, Sold Out

United Wealth Management, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, United Wealth Management, LLC opened 12 positions, added to 78, reduced 24 and sold out of 9.

Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 3,762,717.
Q2 2026: Stock DFGX; Country of operation —; Class DIMENSIONAL INTE; Shares before 660,407.
Q2 2026: Stock DFSV; Country of operation —; Class US SMALL CAP VAL; Shares before 899,209.
Q2 2026: Stock DUHP; Country of operation —; Class US HIGH PROFITAB; Shares before 775,275.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055362), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	DFAC DIMENSIONAL ETF TRUST	US CORE EQUITY 2	3,762,717	-3,762,717	$146,219,194	$0	-$146,219,194	2026-07-23
Q2 2026	DFGX DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	660,407	-660,407	$34,638,658	$0	-$34,638,658	2026-07-23
Q2 2026	DFSV DIMENSIONAL ETF TRUST	US SMALL CAP VAL	899,209	-899,209	$31,508,285	$0	-$31,508,285	2026-07-23
Q2 2026	DUHP DIMENSIONAL ETF TRUST	US HIGH PROFITAB	775,275	-775,275	$28,499,109	$0	-$28,499,109	2026-07-23
Q2 2026	DFGP DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	424,059	-424,059	$22,894,945	$0	-$22,894,945	2026-07-23
Q2 2026	DFAR DIMENSIONAL ETF TRUST	US REAL ESTATE E	594,705	-594,705	$14,064,764	$0	-$14,064,764	2026-07-23
Q2 2026	DFCF DIMENSIONAL ETF TRUST	CORE FIXED INCOM	225,576	-225,576	$9,523,799	$0	-$9,523,799	2026-07-23
Q2 2026	DFSE DIMENSIONAL ETF TRUST	EMERGING MARKETS	5,382	-5,382	$228,034	$0	-$228,034	2026-07-23
Q1 2026	DFGX DIMENSIONAL ETF TRUST	GLOBAL EX US COR	630,878	-630,878	$33,206,244	$0	-$33,206,244	2026-05-04

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